Create expense line form

reference australia Updated Sep 10, 2026 1 min read create-exp-line-form-pp.md

Use this form to create expense lines for your actual expense.

Field	Description
Number	Auto-generated number for the expense line.
Amount	Expense incurred.
Short description	Short description of the expense.Mention unique and specific details to identify the expense line.
Date	Date of the expense.
Process date	Processed date of the expense.
Cost plan	Associated cost plan name for recording the expense line.
Cost type	Cost type of the expense.by default, the cost type of the cost plan is selected.
State	State of the expense line.Only processed expense lines are considered for an investment entity.
Expense type	Defines the expense type, internal or external.By default, the expense type is considered from the Cost type field entry.
Rate card	Name of the rate card.
Summary type	Business purpose of the expense line.

**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)

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---
title: Create expense line form
description: Use this form to create expense lines for your actual expense.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-exp-line-form-pp.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Portfolio Planning, Reference, Portfolio Planning, Strategic Portfolio Management]
---

# Create expense line form

Use this form to create expense lines for your actual expense.

<table id="id_v3d_cc5_yxb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Auto-generated number for the expense line.

</td></tr><tr><td>

Amount

</td><td>

Expense incurred.

</td></tr><tr><td>

Short description

</td><td>

Short description of the expense.Mention unique and specific details to identify the expense line.

</td></tr><tr><td>

Date

</td><td>

Date of the expense.

</td></tr><tr><td>

Process date

</td><td>

Processed date of the expense.

</td></tr><tr><td>

Cost plan

</td><td>

Associated cost plan name for recording the expense line.

</td></tr><tr><td>

Cost type

</td><td>

Cost type of the expense.by default, the cost type of the cost plan is selected.

</td></tr><tr><td>

State

</td><td>

State of the expense line.Only processed expense lines are considered for an investment entity.

</td></tr><tr><td>

Expense type

</td><td>

Defines the expense type, internal or external.By default, the expense type is considered from the **Cost type** field entry.

</td></tr><tr><td>

Rate card

</td><td>

Name of the rate card.

</td></tr><tr><td>

Summary type

</td><td>

Business purpose of the expense line.

</td></tr></tbody>
</table>**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)